See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,173 | $93,071-69.7% | $74,583-62.2% | $273,961-89.7% |
| Participation rate | 70.6% | 74.9%-4.4pp | 68.1%+2.5pp | 83.0%-12.4pp |
| Annual return | 9.42% | 26.18%-16.8pp | 20.47%-11.0pp | 41.45%-32.0pp |
| Employer contribution / active EE | $294 | $3,160-90.7% | $2,525-88.4% | $4,869-94.0% |
| Participant deferral / active EE | $1,888 | $4,160-54.6% | $3,458-45.4% | $5,287-64.3% |
| Admin fee / account holder | $721 | $5,272-86.3% | $4,138-82.6% | $10,132-92.9% |